11.10 Cement Morning Post: Panjiang Co., Ltd. plans to build two wind farms; Dialogue: Zhou Yuxian talks about Chinese building materials; 2024 employee skills competition ends

2024-11-10 07:01:17

What is happening in the cement industry?

1、 11.9 Cement Evening News: Panjiang Co., Ltd. plans to build two wind farms

According to the Cement Evening News on November 9, Panjiang Co., Ltd. (600395) plans to invest in two wind farm projects through its holding and wholly-owned subsidiaries, which are located in Shaying Town, Guanling County and Maodong Township, Puding County, respectively, with a total investment of 1,115,185,600 yuan and a total installed capacity of 200 MW. These projects are in line with the relevant national objectives and policies and have good benefits, but there are risks of policy (such as changes in grid access policy) and operation (fluctuations in equipment prices, natural disasters affecting revenue).

2、 Tonight at 21:30 | CCTV Finance and Economics "Dialogue": Zhou Yuxian shares the thinking and practice of China's building materials "link" to the world and expand the "circle of friends"

In the global industrial chain supply chain system, the key is the close and smooth operation of upstream and downstream "gears". China's building materials industry has been working overseas for many years. In the process of internationalization, how to make the industrial chain and supply chain better and stronger has attracted much attention. At 21:30 on November 9, CCTV Finance and Economics "Dialogue", Zhou Yuxian, Secretary of the Party Committee and Chairman of China Building Materials, will share his thinking and practice of "linking" the world and expanding the "circle of friends", including relevant measures in the global industrial chain supply chain system, which is worth looking forward to.

3、 2024 "Beibu Gulf Port Cup" Staff Labor Skills Competition and Yufeng Group Staff Job Skills Competition Successfully Ended

On November 8, 2024, the "Beibu Gulf Port Cup" Workers'Labor Skills Competition and Yufeng Group Workers' Job Skills Competition ended in Liuzhou. The leaders of the trade union of the group attended the opening ceremony and observed and guided it. A total of 9 types of work participated in the competition, and 5 cement technology projects were included in the competition for two consecutive years. After three days of competition, the competition ended successfully. At the closing ceremony, the Secretary of the Party Committee of Yufeng Group affirmed that industrial workers are the hardest backbone of the group, emphasized the importance of building a team of industrial skilled workers, put forward the requirements of improving the relevant mechanism of talents, applying the results of competitions and utilizing innovative studios, and encouraged the award-winning workers to bring their enthusiasm back to their posts.

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I hope that this book can further promote the common understanding of involution competition and provide reference for anti-involution work in all walks of life in China.

2026-03-10 12:03:19

Wood Mackenzie's latest Lithium Energy Transition Outlook report points out that in the context of accelerated energy transition, global lithium demand may exceed 13 million tons by 2050, more than twice the benchmark forecast. Without significant new investment, a supply gap could emerge as early as 2028.

2026-03-05 17:32:44

On March 3, Zhong Baoshen, deputy to the National People's Congress and chairman of Longji Green Energy, was interviewed by several media and put forward a number of suggestions based on the development status and problems of the photovoltaic industry.

2026-03-05 17:18:58

Domestic concrete price statistics in February show that concrete prices in many parts of the country have changed to varying degrees. The national ring-to-ring ratio decreased by 0.48% and the year-on-year ratio decreased by 11.61%. There is no change in the ring ratio in most regions, among which Jiangsu has a relatively large decline in the ring ratio, while Shaanxi has a certain increase in the ring ratio, which is more prominent in the regions with changes. On a year-on-year basis, various regions also showed a decline in varying degrees, with a relatively large decline in some areas and a relatively small decline in some areas.

2026-03-02 10:14:17

This paper proposes an "atomic-scale interface bonding" technology, which uses atomic layer deposition process to introduce a controllable hafnium oxide (HfOx) intermediate layer into the key interface of the cell, synchronously stabilizes the hole and electron transport interface from the atomic scale, and successfully solves the problem that the efficiency and stability of perovskite solar cells are difficult to improve in coordination, which has long restricted the development of perovskite solar cells.

2026-02-27 10:54:30

With a total investment of 1.8 billion yuan, the 3GW high-efficiency heterojunction battery project in Shangyi Base of Future Light Energy is the first high-efficiency heterojunction industrial park project in Hebei Province.

2026-02-24 10:01:01

With the approaching of the year, the photovoltaic module market has entered the traditional off-season, and most projects have entered the stagnation stage.

2026-02-13 10:55:11

In 2025, the installed capacity of renewable energy in China reached a new high, and the proportion of the scale increased steadily.

2026-02-12 10:59:24

The State Council plans to build a unified national electricity market system, with the goal of basically completing it by 2030 and fully completing it by 2035, so as to realize the optimal allocation of power resources nationwide, the market-oriented pricing of multi-dimensional values, and the fair participation of all kinds of subjects.

2026-02-12 09:38:19

The production enterprises involved include Atlas Photovoltaic Technology (Suzhou) Co., Ltd., Wheat Field Energy Co., Ltd., and Easy Group Co., Ltd.

2026-02-11 09:34:59

Wang Bohua said that in 2026, the new installed capacity of photovoltaic in China is expected to be 180-240 GW, and the new installed capacity in the world is 500-667 GW.

2026-02-05 13:28:19

On February 5, Wang Shijiang, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, delivered a speech at the Seminar on the Review of the Development of the Photovoltaic Industry in 2025 and the Prospect of the Situation in 2026.

2026-02-05 09:44:28

Domestic concrete price statistics in January show that it covers the relevant values of concrete prices in the whole country and many regions. From the overall data, prices in most parts of the country have declined year-on-year to varying degrees, and some regions have also shown a downward trend. Among them, the ring change is more obvious in Shaanxi, up 2.07%; the ring change is relatively weak in Beijing, Shanxi, Inner Mongolia and other places, with no change in the ring. On a year-on-year basis, the decrease in Shaanxi was -30.16%, while the decrease in Chongqing and Guizhou was flat with no change.

2026-02-02 11:09:43